Lazard Company
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Assets under management: 249 billion USD (2017) Headquarters: Hamilton, Bermuda Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Employees
U.S. Bank September 2014 - Present
Carlson Growth Fund March 2013 - May 2014
Lazard June 2013 - August 2013
U.S. Army May 2006 - September 2011
Skills
Leadership, Team Leadership, Analysis, Financial Modeling, Operational Planning, Cross-functional Team..., Team Building, Business Strategy, Business Analysis, Valuation, Leadership Development, Entrepreneurship, Business Process..., Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration, Finance
United States Military Academy at West Point 2002 — 2006
Bachelor of Science, Environmental Engineering
Mounds View High School 1998 — 2002
Passed Level I of the CFA Program
Permira August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Lazard December 2010 - May 2011
Morgan Keegan Technology Group August 2010 - November 2010
FMV Opinions, Inc. February 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Capital IQ, Financial Analysis, Business Valuation, Capital Markets
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
British International School, Jakarta 1998 — 2008
SPX Corporation February 2013 - Present
SPX Corporation March 2010 - Present
SPX Thermal Equipment and Services June 2008 - March 2010
Milliken & Company October 2003 - June 2008
Lazard 1999 - 2002
Bain 1996 - 1999
Andersen Consulting 1991 - 1994
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Virginia Polytechnic Institute and State University 1987 — 1990
BS
Lazard October 2011 - Present
MullinTBG January 2006 - June 2011
MullinTBG January 2006 - June 2011
CDL Contracting May 2003 - September 2005
Skills
Executive Pay, ERISA, PeopleSoft, HRIS, Analysis, Retirement, Employee Benefits, Deferred Compensation, 401k, FMLA, COBRA, Benefits Administration, Microsoft Excel, Pensions, Health Insurance, Auditing, Employee Relations, Open Enrollment, Flexible Spending..., Non-Qualified Deferred..., Benefits Design, Insurance, Ben Admin, Management, Human Resources, Mutual Funds, Training
Education
State University of New York College at Oneonta
Bachelors, History
Suffolk County Community College
A.A.S, Liberal Arts
Lazard May 2015 - Present
Goldman Sachs July 2014 - May 2015
Kalypso January 2010 - August 2012
Sterling Bank January 2009 - January 2010
Student Foundation of Texas State University June 2007 - May 2008
Skills
Healthcare, Food & Beverage, Product Development, Leadership, Product Lifecycle..., Business Development, Portfolio Management, Process Improvement, Market Analysis, Strategic Planning, Project Management, Financial Analysis, Marketing, Forecasting, Competitive Analysis, Financial Modeling, Cash Flow Forecasting, Innovation, Strategy, Change Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Management, Analysis, Training, Enterprise Software, CRM, Business Strategy, Data Analysis, Recruiting, Valuation, Program Management, Finance, Market Research, Business Planning, Due Diligence, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
MBA, Finance
Texas State University-San Marcos 2004 — 2008
BBA, Finance
Lazard June 2012 - August 2012
Ruli District Hospital March 2012 - April 2012
PricewaterhouseCoopers September 2010 - August 2011
PricewaterhouseCoopers September 2009 - September 2010
PricewaterhouseCoopers September 2006 - September 2009
Fisher Scientific September 2004 - August 2006
PricewaterhouseCoopers June 2005 - August 2005
The Schwan Food Company May 2004 - August 2004
Skills
Accounting, Private Equity, Hedge Funds, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Financial Reporting, Financial Accounting, Forecasting, Mergers, Mergers & Acquisitions, Alternative Investments, Auditing, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Universidad Argentina de la Empresa 2013 — 2013
Emerging Markets
Utah State University 2005 — 2006
Master's, Accounting
Utah State University 2002 — 2005
Bachelor, Accounting & Economics
Lazard April 2015 - Present
SuccessFactors 2012 - April 2015
Barclays Capital 2009 - 2012
The Great Barrier Company 2006 - 2007
Crystal Sky Pictures 2005 - 2006
Sony Pictures Entertainment 2004 - 2005
J.P. Morgan 2003 - 2004
Parker Television 2001 - 2003
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Valuation, Private Equity, Investment Banking, Finance, Portfolio Management, Investments, Forecasting, Analytics, Financial Reporting, Analysis, Management, Strategic Planning, Budgets, Financial Modeling, Mergers, Business Planning, Leadership, Business Process, Start-ups, Cross-functional Team..., Business Process..., Competitive Analysis, Consulting, Cloud Computing, P&L Management, SaaS, Business Development, Go-to-market Strategy, Strategic Partnerships, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
University of Washington, Michael G. Foster School of Business
Bachelor's Degree
Cambiar Investors 1997 - Present
Lazard 1993 - 1997
Skills
Asset Managment, Investments, Investment Strategies, Equities, Portfolio Management, Asset Allocation, Hedge Funds, Mutual Funds, Wealth Management, Trading Systems, Equity Research, Series 7, Trading, Bloomberg, Valuation, Order Management, Investment Management, Money Management, Alternative Investments, Investment Advisory...
Education
University of California, Berkeley 1986 — 1990
Bachelor of Arts (B.A.), Philosophy & Economics
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Amazon Lab126 May 2015 - Present
Lazard September 2014 - April 2015
Amazon Lab126 June 2014 - August 2014
United States Army, U.S. Army Corps of Engineers November 2011 - June 2013
United States Army, U.S. Army Corps of Engineers June 2011 - November 2011
United States Army, U.S. Army Corps of Engineers July 2010 - June 2011
United States Army, U.S. Army Corps of Engineers May 2009 - July 2010
Skills
Army, Logistics, Project Planning, Supply Chain Management, Heavy Equipment, Budget, Security Clearance, Military, Operations Research, Military Operations, Operational Planning, National Security, Military Experience, Government, Budgets, Intelligence Analysis, Afghanistan, Training, Leadership, Defense, Military Logistics, Leadership Development, Counterinsurgency, Force Protection, Combat, Military Training
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2004 — 2008
BS, Engineering Management
Morgan Stanley August 2013 - Present
University of Chicago Booth School of Business August 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Teach For America June 2009 - August 2011
Interlachen Capital Group October 2007 - June 2009
Lazard January 2006 - September 2007
Shenkman Capital Management May 2005 - August 2005
Skills
Financial Modeling, Valuation, Economics, Corporate Finance, Data Analysis, Financial Analysis, Private Equity, Due Diligence, Investment Banking, Bloomberg, Stata, Management Consulting, Econometrics, Quantitative Analytics, Strategy, R, Cross-functional Team..., Business Strategy, Analytics
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations: Finance, Economics, Accounting
The Johns Hopkins University 2002 — 2006
BA, Economics
Signifyd August 2011 - Present
PayPal July 2010 - August 2011
GWC Warranty February 2008 - September 2008
GWC Warranty July 2007 - February 2008
CIVC Partners July 2005 - June 2007
JPMorgan July 2003 - July 2005
Lazard September 2002 - May 2003
Skills
Financial Modeling, Valuation, Due Diligence, Operations Management, Product Management, Lean Operations, Private Equity, Pricing Strategy, Accounting, Blackjack, Java, Continuous Integration, Finance, Financial Analysis, Data Analysis, Risk Management, Financial Services, Analysis
Education
Stanford University Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.)
The University of Chicago 1999 — 2003
AB, Economics
Trinity High School
Lazard October 2012 - Present
Fixation Marketing 2004 - September 2012
Iusacell, México 2003 - 2003
Cystic Fibrosis Trust 2002 - 2002
Citibank, Mexico 1998 - 2001
Skills
Mac & PC proficiency, Microsoft Office, Dreamweaver, HTML, CSS, Flash, Fireworks, Photoshop, InDesign, Visio, Email Marketing, Marketing Automation, Integrated Marketing, SEO, Social Media, Marketing, Interactive Marketing, Social Media Marketing, Advertising, Marketing Strategy
Education
Universidad Autónoma de Nuevo León 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
SPO Partners & Co. August 2013 - Present
Morgan Stanley June 2011 - July 2013
Fresh Prints June 2009 - April 2012
Lazard September 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.Sc (Econ), Finance, Summa Cum Laude
Università Commerciale 'Luigi Bocconi'
New Rochelle High School 2003 — 2007
City of Frederick, MD October 2014 - November 2014
Vermont Law School - Black Law Student Association (BLSA) May 2013 - May 2014
Dewey & LeBoeuf LLP July 2007 - March 2010
Lazard August 1999 - July 2007
Skills
Legal Research, Administrative Law, Corporate Law, Criminal Law, Westlaw, Lexis, Legal Writing, Litigation, Legal Assistance, International Law, LexisNexis, Civil Litigation
Education
Vermont Law School 2011 — 2014
Juris Doctor (J.D.)
College of New Rochelle 2008 — 2011
Bachelor in Liberal Arts
Aurora Capital Group July 2012 - Present
JP Morgan January 2010 - June 2012
Lazard June 2009 - December 2009
Dimensional Fund Advisors June 2008 - August 2008
Bear Stearns July 2007 - August 2007
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Strategy, Portfolio Management, LBO, Restructuring, DCF, Analysis, Management, Financial Modeling
Education
University of Kansas 2004 — 2009
Finance, Communication Studies, 4.0
Lazard July 2014 - Present
Lazard May 2013 - August 2013
Banca IMI August 2012 - November 2012
GE June 2012 - August 2012
AT&T May 2011 - September 2011
United States Senate August 2010 - January 2011
Lombardi Aguilar Group May 2010 - August 2010
GO CAM FILMS April 2007 - July 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Research, Data Analysis, Microsoft Word, Social Media, Finance, Event Planning, Access, Public Speaking, Economics, Strategic Planning, Customer Service, Fundraising, Spanish, Team Leadership, Business Strategy
Education
University of Cambridge 2013 — 2014
Master of Philosophy (MPhil), Real Estate Finance
London School of Economics and Political Science 2011 — 2013
Bachelor of Science (BSc)
The George Washington University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, International Business
BNI® (Business Network International) June 2015 - Present
www.nathaliepedro.com January 2015 - Present
Etelesolv January 2013 - March 2014
CBCI Telecom January 2013 - March 2014
Communication July 2011 - January 2013
Collège international Marie de France December 2010 - 2011
Chambre de commerce du Montreal métropolitain April 2010 - 2010
Lazard June 2000 - December 2009
L-ACOUSTICS April 1999 - December 1999
Skills
Video Production, English, New Media, Photoshop, Video, Social Media, Marketing Communications, Video Editing, Microsoft Office, Public Relations, Internal Communications, Digital Strategy, Illustrator, InDesign, Digital Marketing, Film, Relations publiques, Réseaux sociaux, Vidéo, Adobe Photoshop, Communication marketing, Anglais, Stratégie numérique
Education
Université de Montréal 2011 — 2015
Certificat I & II, Traduction
Advancia - École Supérieure de Commerce Paris 1994 — 1995
Diplôme Supérieur Management Communication, Communication and Media Studies
Université de Paris la Sorbonne Panthéon
DEUG de Droit, option Sciences Politiques
Lazard May 2015 - July 2015
UBS June 2014 - August 2014
Skills
Investment Banking, Financial Analysis, Microsoft Excel, Microsoft Office, Java, C++, Research, Customer Service, Social Media
Education
Stanford University 2012 — 2016
Bachelor's Degree, Management Science & Engineering
The Blackstone Group June 2014 - Present
Lazard May 2013 - July 2013
Focus Strategies Investment Bank October 2012 - December 2012
Cappello Capital Corp. May 2012 - August 2012
Real Time Resolutions, Inc. May 2011 - August 2011
Skills
Excel, PowerPoint, Access, SAS, Capital IQ, Bloomberg
Education
The University of Texas at Austin 2010 — 2014
Business Honors, Finance, and Economics
FMC Technologies August 2014 - Present
Lazard June 2013 - August 2013
Meitar Liquornik Geva Leshem Tal - Israel's Leading International Law Firm September 2010 - July 2012
Meitar Liquornik Geva Leshem Tal - Israel's Leading International Law Firm September 2009 - September 2010
Israel Defense Forces - Moran August 2000 - August 2004
Skills
Due Diligence, Corporate Law, Corporate Governance, Start-ups, Venture Capital, Intellectual Property, Joint Ventures, Legal Research, M&A experience, Cross-border M&A, Employment Law, Strategy, Analysis, Antitrust Law, Team Leadership, Legal Writing, Cross-border..., Corporate Finance, Financial Modeling, Valuation, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Financial Analysis, Finance, Business Development
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tel Aviv University 2005 — 2009
Bachelor of Laws (LL.B., JD Equivalent), Law
Tel Aviv University 2006 — 2009
Bachelor of Arts (B.A.), Economics
Hub Group February 2014 - Present
Hub Group April 2011 - February 2014
Harris Bank May 2010 - April 2011
Lazard May 2009 - May 2010
Education
University of Chicago 2010 — 2013
MBA
Trinity College-Hartford 2005 — 2009
BA, Economics and Political Science
Samba TV March 2010 - Present
Lazard June 2001 - 2009
Epoch Partners June 2000 - February 2001
Skills
Corporate Development, Restructuring, Partnerships, Mergers, Investment Banking, Entrepreneurship, Start-ups, New Media, Business Development, Digital Media, Venture Capital, Online Advertising, Mergers & Acquisitions, Analytics, Strategy, Mobile Devices, Advertising
Education
University of California, Berkeley 1996 — 2001
Bellarmine College Preparatory 1992 — 1996
Sachem Advisors November 1995 - Present
Kohlberg & Company January 1992 - June 1995
Kohlberg & Company September 1989 - December 1991
Lazard January 1987 - June 1989
L.F. Rothschild, Unterberg, Towbin September 1985 - January 1987
Skills
Investments, Portfolio Management, Asset Management, Hedge Funds, Asset Managment, Equities, Alternative Investments, Mergers & Acquisitions
Education
Yale University - Yale School of Management 1983 — 1985
Master of Business Administration (MBA)
Stanford University 1976 — 1980
Bachelor of Arts (BA), History
Rhône Group August 2015 - Present
Lazard June 2013 - June 2015
Education
Tulane University 2009 — 2013
Bachelor of Science (BS), Economics
BroadSpan Capital LLC June 2014 - May 2015
Lazard June 2013 - August 2013
Skills
Economics, Financial Modeling, Bloomberg, Investment Banking, Mergers & Acquisitions, Spanish, Management, Microsoft Excel, Banking, PowerPoint, Financial Analysis
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics & Applied Statistics
The London School of Economics and Political Science (LSE) 2011 — 2011
Summer School
Colegio de Fomento Aldovea 1998 — 2010
Spanish Baccalaureate
Bailey & Glasser October 2013 - Present
Tarang Advisory 2013 - 2014
VGI Partners / East Bridge Capital 2013 - 2013
UBS Investment Bank 2007 - 2011
Lazard 2004 - 2007
Merrill Lynch 2003 - 2004
Education
Stanford University Graduate School of Business 2011 — 2012
Finance, General management
The Institute of Chartered Accountants of India
Accountancy
R A Podar College Of Commerce & Economics
Bachelor of Commerce (B.Com.)
Lazard June 2013 - Present
Stifel Nicolaus Weisel June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Middleton Gardiner Group (MgG) January 2011 - May 2011
Johns Hopkins University May 2010 - August 2010
Margaret Brent Elementary Middle School January 2009 - May 2010
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
Master of Arts, International Economics
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics; International Studies, 3.9/4.0
Lazard 2002 - May 2007
Morgan Stanley 1980 - 2001
Skills
Art, Sculpture, Conceptual Art, Fine Art, Visual Arts, Painting, Public Art, Drawing, Art Exhibitions, Museums, Galleries, Printmaking
Education
Stanford University Graduate School of Business 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Chemistry and Studio Art
Lombard Odier Investment Managers August 2015 - Present
Lombard Odier Investment Managers May 2009 - July 2015
Deutsche Bank April 2002 - February 2009
Lazard September 1998 - February 2002
JP Morgan July 1997 - August 1998
Skills
Investment Banking, Equities, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Corporate Finance, Asset Management, Derivatives, Financial Modeling, Financial Markets, Mergers & Acquisitions, Due Diligence, Investments
Education
University Pierre et Marie Curie / ESSEC 1994 — 1995
Master's degree (DEA), Financial Markets
Ecole nationale supérieure des Télécommunications 1992 — 1995
Engineer's degree
Ecole Sainte Geneviève 1989 — 1992
Lazard November 2013 - Present
Cravath, Swaine & Moore LLP September 2011 - November 2013
Time, Inc. Legal Department May 2010 - August 2010
Education
University College London, U. of London
Cross Border M&A and Corporate Finance
University of Michigan
Bachelor of Arts (B.A.), Philosophy
University of Michigan Law School
Doctor of Law (J.D.) - Magna Cum Laude
Lazard May 2015 - July 2015
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Windows, Time Management, Economics, Multivariable Calculus, Financial Accounting, Online Marketing..., Client Services
Education
University of Chicago 2012 — 2016
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Accounting and Business/Management
Bipsync March 2012 - Present
Miura Global Management September 2007 - July 2011
Lazard July 2006 - August 2007
The Blackstone Group June 2005 - August 2005
J.P. Morgan 2004 - 2004
Skills
Valuation, Equities, Investments, Finance, Research, Credit, Spanish, Cash Flow, Marketing, Financial Modeling, Customer Development, Customer Acquisition, Marketing Strategy, Sales, Strategic Leadership, Bloomberg, Capital IQ, Entrepreneurship, Alternative Investments, Investment Banking, Management, Financial Market..., Investment Management, Investment Strategies, Hedge Funds, Research Management, Team Management, Alternative Investment..., Market Research, Start-ups, Financial Analysis, DCF, Portfolio Management, CRM
Education
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Business
University of Virginia 2003 — 2006
B.S. Commerce, Finance, Management, Economics
Thomas Jefferson Highschool 1998 — 2002
Coach January 2014 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Lazard December 2009 - May 2010
BayStreet Research, LLC June 2009 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Economics, M&A experience, DCF, Equity Research
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
Redondo Union High School 2003 — 2007
The University of Hong Kong
Faculty of Arts
Guggenheim Securities September 2014 - Present
Lazard July 2013 - August 2014
Lazard June 2011 - June 2013
Ernst & Young June 2010 - August 2010
NBC Olympics February 2010 - February 2010
China Everbright Limited January 2010 - January 2010
Orange Value Fund 2008 - 2010
Third Avenue Management May 2009 - August 2009
Johnson & Johnson March 2009 - June 2009
NBC Olympics July 2008 - August 2008
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Value Investing, Investment Valuation, Investment Banking, Mutual Funds, Accounting, Bloomberg, Fixed Income, Equities, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Capital Markets, Linear Editing, Corporate Finance, Mergers & Acquisitions, Avid Newscutter, Strategy, Valuation
Education
Syracuse University 2007 — 2011
BS, Finance, Accounting, Broadcast Journalism
Phillips Academy Andover 2004 — 2007
HS Diploma
QMS 2000 — 2003
GreenCity Power February 2014 - Present
Greenleaf Power 2010 - Present
Recycled Energy Development 2007 - January 2014
Lazard 2005 - 2007
Knelman Asset Management 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
Skills
Mergers, Venture Capital, Management, M&A experience, Capital Raising, Private Equity, Corporate Development, Asset Management, Financial Analysis, Renewable Energy, Business Valuation, Financial Structuring, Mergers & Acquisitions, Equities, Project Finance, Investments, Valuation, Due Diligence, Corporate Finance, IPO, Financial Modeling, Restructuring, Investor Relations, Investment Banking, Divestitures, LBO, Structured Finance, Emerging Markets, Private Placements
Education
London School of Economics and Political Science 1996 — 1998
BSc, Accounting & Finance
Hinsdale Central
University of Wisconsin-Madison
Chartwell Financial Advisory, Inc. 2013 - Present
Harris Williams & Co. 2012 - 2013
Lazard 2011 - 2011
Serkland Law Firm (f/k/a Tax Law Office) 2007 - 2010
Dorsey & Whitney LLP 2006 - 2006
Skills
Licensed Commercial..., Licensed to Practice..., Middle Market, Mergers & Acquisitions, Mergers, Valuation, Corporate Finance, Licensing, Financial Modeling, Management, FINRA Series 63 & 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance, Real Estate Finance
University of Saint Thomas School of Law 2004 — 2007
Juris Doctor (J.D.), Corporate, Tax, and Securities Law
The University of North Dakota 2001 — 2004
Bachelor’s Degree, Bachelor's of Business Administration in Aviation Management, Summa Cum Laude Graduate
The Match Group July 2015 - Present
Nonprofit Investor January 2012 - Present
Mobile User Acquisition Fellowship November 2013 - Present
Storm8 Studios August 2012 - July 2015
H.I.G. Capital January 2011 - July 2012
Lazard July 2008 - December 2010
Bear Stearns May 2007 - August 2007
Skills
LBO, Valuation, Restructuring, Mergers, Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Capital Markets, User Acquisition, Monetization, Mobile Marketing, Mergers & Acquisitions, Due Diligence, Strategy, Analytics, Leveraged Finance, Management, Business Development, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance, Accounting
The Chinese University of Hong Kong
Platts December 2012 - Present
Thomson Reuters May 2009 - October 2012
Reuters January 2007 - October 2008
Reuters July 2005 - January 2007
Reuters July 2004 - July 2005
Reuters November 2003 - July 2004
Lazard August 2000 - April 2001
Willis January 1997 - July 1997
Skills
Projects, Project Management, Financial Markets, Strategy, Investment Banking, Mergers, Program Management, Management, Valuation, Mergers & Acquisitions, Agile Methodologies, Integration, Finance, Corporate Finance, Financial Services, Business Analysis
Education
London School of Economics and Political Science 1997 — 2000
Bsc (Hons), Economics
Lazard February 2013 - Present
Lazard November 2009 - December 2012
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Banking, Private Equity, Equities, Capital Markets, Financial Analysis, Investments
Education
University of Melbourne 2005 — 2009
Commerce / Civil Engineering
The University of Edinburgh 2007 — 2008
Commerce
Lazard June 2012 - August 2014
Education
Stony Brook University 2011 — 2015
Lazard June 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Thompson Street Capital Partners June 2014 - August 2014
Sydenstricker Farm & Lawn October 2010 - May 2014
Soft Surroundings February 2012 - August 2012
Lou Fusz Toyota June 2009 - August 2010
Skills
Private Equity, Microsoft Office, Project Management, Direct Sales, International Logistics, International Business, Supplier Sourcing, Global Sourcing, China Manufacturing, China Business..., Vendor Management, Chinese culture, Mandarin, Corporate Finance, Managerial Finance, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, Constant Contact, Google Adwords, Google Analytics, Farm Equipment, Entrepreneurship, Integrated Management...
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), International Finance
The London School of Economics and Political Science (LSE)
International Business
United States Naval Academy 2011 — 2011
Mary Institute and St. Louis Country Day School (MICDS) 2004 — 2011
Lazard January 2012 - Present
Syracuse Habitat for Humanity (SHFH) August 2010 - December 2011
Lazard May 2011 - August 2011
J.C. Broderick May 2010 - January 2011
SUNY-ESF 2005 - 2011
Cramer Consulting Group May 2009 - August 2009
Skills
AutoCAD, Microsoft Office, Project Planning, Construction Management, Management, Process Scheduler, Construction, Lotus Notes, Adobe Creative Suite, Project Management, Facilities Management, BIM, Submittals, Renovation, Green Building, Engineering, Sustainability, MS Project, Sketchbook Pro, Budgets, Suretrack, CAD, Project Coordination, Contract Negotiation, Pre-construction, PowerPoint, Contract Management, Teamwork, Microsoft Word, Outlook, Leadership, Microsoft Excel, Energy Efficiency, Project Estimation, Team Leadership, Program Management, Strategic Planning, Contractors, HVAC, Time Management, Team Building, Operations Management, Public Speaking, Procurement, Design Research, Sustainable Design, MS Office Suite, Minitab 16 Statistical..., Due Diligence
Education
State University of New York College of Environmental Sciences and Forestry 2009 — 2011
Bachelor of Science, Construction Management
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
Minor, Entrepreneurship and Emerging Enterprises
State University of New York College of Environmental Sciences and Forestry 2005 — 2009
Majored in, Landscape Architect
Morgan Stanley Investment Management 2014 - Present
Columbia Management 2006 - 2014
Columbia Management 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Lazard 1995 - 1998
Rice Financial Products Company 1994 - 1995
Education
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Economics
Jawbone July 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - August 2012
Campton Private Equity Advisors June 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
Yannis Adoniou's KUNST-STOFF June 2010 - August 2010
Skills
Financial Modeling, Valuation, Business Strategy, Bloomberg, PowerPoint, Microsoft Excel, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Management Consulting, Start-ups, Market Research, Mergers & Acquisitions, Portfolio Management, Economics, Investments
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
University High School 2005 — 2009
Crittercism 2013 - Present
Eddgy 2012 - 2013
Lazard 2008 - 2011
Monitor110 2007 - 2007
UCLA 2004 - 2007
RAND Corporation 2004 - 2004
Morgan Stanley 2000 - 2000
iPrint.com 1999 - 1999
Education
University of California, Berkeley 1998 — 2002
BS
University of California, Los Angeles 2002 — 2003
Master of Science (MS)
University of California, Los Angeles 2003 — 2008
Doctor of Philosophy (PhD) (on leave)
Onex August 2013 - Present
Lazard July 2012 - July 2013
Lazard June 2010 - July 2012
Brown Smith Wallace May 2008 - August 2008
Education
Truman State University 2006 — 2010
BS, Finance, Accounting
Cotton Creek Capital September 2014 - Present
Lazard August 2010 - August 2014
Utah Festival Opera & Musical Theatre June 2010 - August 2010
Gleacher Partners January 2010 - May 2010
Bessemer Trust September 2009 - December 2009
Transport Workers Union Of Greater New York AFL-CIO Local 100 December 2008 - May 2009
Hamilton Twelve September 2004 - September 2008
Taylor Morrison Homes March 2005 - March 2008
The Children's Music Society May 2004 - September 2004
Texas State University May 2000 - September 2000
Skills
Event Management, Music, Fundraising, Advertising, Management, Marketing, Photography, Event Planning, Social Media, Social Networking
Education
Texas State University 2006 — 2008
Master's degree, Voice and Opera
Texas State University-San Marcos 2006 — 2008
Masters in Music, Opera Performance
Nima Capital, LLC February 2014 - July 2015
MacAndrews & Forbes September 2010 - November 2013
Lazard July 2008 - September 2010
Lazard June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, Concentrations in Finance & Management, Minor in Biological Basis of Behavior
University College London, U. of London
Fall 2006 Study Abroad
Horace Mann High School 1997 — 2004
Bronx, NY
Lazard August 2013 - Present
Hogan Lovells September 2007 - May 2011
Skills
English, Spanish,..., Private Equity, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Emerging Markets, Capital Markets, Financial Modeling, Valuation, Investment Banking, Investments, Intellectual Property, Business Strategy, Financial Analysis, M&A experience
Education
Wharton Business School 2011 — 2013
Master of Business Administration (MBA), Finance
Universidad Complutense de Madrid 2004 — 2007
Licentiate degree, Law
Oxford University 2001 — 2004
Bachelor of Arts (BA), Jurisprudence
Johnson & Johnson (contract position) July 2013 - Present
Organon 2005 - 2006
Hertz Equipment Rental 1996 - 2005
AT&T June 1995 - August 1995
Lazard 1993 - 1994
IDD Information Services 1991 - 1993
Skills
Competitive Analysis, Forecasting, Writing, Strategic Planning, Market Research, Business Planning, Telecommunications, Market Analysis, Analytics, Analysis, Marketing Strategy, Change Management, Business Development, Product Management, Leadership, Strategy
Education
University of Virginia Darden School of Business 1994 — 1996
Master of Business Administration (MBA)
Wellesley College 1986 — 1990
Bachelor of Arts (BA), Economics major, English minor
The American University of Paris 1989 — 1989
English, French
Westfield High School 1983 — 1986
Belle Haven Investments, L.P. May 2014 - Present
CSC Sugar November 2013 - May 2014
Lazard October 2010 - August 2013
Bank of America April 2010 - October 2010
Goldman Sachs November 2009 - April 2010
Stream Global Services September 2007 - July 2009
Stream Global Services 2005 - 2009
Skills
Active Directory, DNS, Servers, DHCP, Windows Server, Troubleshooting, Networking, Microsoft Office, Blackberry Enterprise..., Cisco Technologies, VPN, TCP/IP, Group Policy, Switches, Network Administration, Data Center, Windows, Management, Routers, Software Installation, System Administration, Help Desk Support, CCNA, Cisco Routers, IT Management, Call Centers, VLAN, Cisco IOS, Security+, Telecommunications, IT Service Management, Infrastructure, Printers, Business Analysis, Lotus Notes, Computer Hardware, Analysis, IT Operations, IT Infrastructure..., Windows System..., Windows Desktop..., Windows Remote Desktop, IIS, Hardware, Software Documentation, OS X, Computer Security, Amazon Web Services..., VMware, Hyper-V
Education
Technical Institute Of America (TIA) 2013 — 2013
Comptia Security+, Information Technology, Certification
Universidad Tecnológica de Santiago 2003 — 2008
Bachelor, System Engineer
Mill City Capital, L.P. August 2012 - Present
Lazard May 2010 - June 2012
Skills
Private Equity, Financial Analysis, Mergers, Venture Capital, Investment Banking, Equity Research, Investments, Valuation, Financial Modeling, Equities, Hedge Funds, Corporate Finance, Strategy, Bloomberg, LBO, Mergers & Acquisitions, Capital Markets, Management, Restructuring, Capital
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance and International Business
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Finance and International Business
Vincentian Academy - Duquesne University 2003 — 2006
International Baccalaureate
Hilliard Lyons May 2015 - Present
The University of Notre Dame Mendoza College of Business August 2013 - May 2015
Lazard June 2014 - August 2014
U.S. Army January 2011 - June 2013
U.S. Army June 2011 - December 2011
U.S. Army December 2008 - December 2010
U.S. Army August 2007 - November 2008
U.S. Army January 2006 - August 2007
United States Military Academy - Department of Intercollegiate Athletics June 2005 - December 2005
Skills
Leadership, Operations Management, Problem Solving, Project Management, Teamwork, Military Operations, Training, Leadership Development, DoD, Project Planning, Management, Army, Weapons, Human Resources, Security Clearance, Military, Command, Analysis, Team Building, Program Management
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Corporate Finance
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS), American/U.S. Law/Legal Studies/Jurisprudence
Battery Ventures 2015 - Present
Glassdoor 2015 - 2015
Lazard January 2014 - December 2014
Citigroup June 2012 - December 2013
Architect Partners May 2011 - August 2011
Banyan Water February 2011 - May 2011
Skills
Capital IQ, Bloomberg, Investment Banking, DCF, M&A experience, Private Equity, Investments, Due Diligence, Business Valuation
Education
University of California, Berkeley 2009 — 2013
BA, BS, Bioengineering, Economics
Hillsdale High School 2005 — 2009
Tangible Advisors January 2015 - Present
AOC Advisors September 2012 - Present
JMO Limited November 2008 - September 2012
Wine and Spirits Education Trust (WSET) January 2009 - January 2012
Balyasny Asset Management December 2007 - November 2008
BlueCrest Capital Management, LLP May 2005 - September 2007
Lazard September 2003 - February 2005
Deutsche Bank January 2001 - January 2003
Donaldson, Lufkin & Jenrette January 1996 - January 2001
Lehman Brothers September 1991 - May 1996
Education
Wine and Spirits Education Trust 2009 — 2012
Diploma, Wine and Spirits
Trinity College-Hartford 1987 — 1991
BA, Economics/History
Wind Point Partners August 2015 - Present
Lazard September 2013 - June 2015
Duff & Phelps September 2012 - August 2013
Duff & Phelps August 2010 - August 2012
Worthington Industries March 2008 - May 2010
Planning Works LLC June 2007 - September 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A.
Goldman Sachs July 2015 - Present
Lazard May 2014 - July 2014
Yahoo! June 2013 - August 2013
Skills
Financial Modeling, Financial Statement..., Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
B.S. Business Administration
Lazard September 2015 - Present
Lazard June 2014 - Present
PURE Group of Insurance Companies July 2013 - June 2014
Jones Lang LaSalle January 2013 - May 2013
Prosek Partners June 2012 - August 2012
Connecticut General Assembly January 2012 - May 2012
Skills
Public Policy, Research, Facebook, PowerPoint, Insurance, Public Speaking, Event Planning
Education
Trinity College-Hartford 2009 — 2013
Bachelor's degree, Major in Political Science, Italian Studies Minor
Trinity College Rome Campus 2011 — 2011
Political Science and Government
Hopkins School 2003 — 2009
Carnegie Corporation of New York February 2015 - Present
Core Staffing September 2014 - Present
Disney ABC Television Group August 2013 - December 2013
MEDIACOM/New York 2010 March 2010 - June 2012
Lazard January 2002 - April 2008
Lieberman Productions January 2000 - August 2001
Anthony Robbins Companies October 1998 - October 1999
NBC June 1994 - June 1998
The Trump Organization August 1988 - August 1990
Skills
Research, Advertising, Outlook, Lotus Notes, PeopleSoft, Leadership, PowerPoint, Administrative..., Event Planning, Interviews, Microsoft Office, Time Management, Office Management, Social Networking, Administrative...
Education
New School University/New York
Bachelor of Arts/Liberal Arts, Arts, Film, Screenwriting, 3.76
The New School
Bachelor of Arts (B.A.), Liberal Arts, film studies, 3.76
Lazard July 2015 - August 2015
United Nations Command Security Force October 2013 - June 2015
SBI Private Equity June 2013 - September 2013
Freshwater Malawi April 2013 - June 2013
Franklin Templeton Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Market Research, Marketing Strategy
Education
University of Pennsylvania 2012 — 2017
Philosophy, Political Science, and Economics, Bachelor of Arts (B.A.)(3.82 / 4.00)
University of California, Berkeley 2011 — 2012
Economics, Bachelor of Science (BS)(3.86 / 4.00)
The Hill School 2008 — 2011
High School(3.80 / 4.00)
InVine August 2015 - Present
Tradition August 2010 - June 2015
Ernst & Young August 2007 - July 2010
Lazard July 2006 - August 2006
Skills
ALM, Financial Modeling, Valuation, Bloomberg, Fixed Income, Capital Markets, Financial Markets, Derivatives, Investment Banking, Equities
Education
London School of Economics and Political Science 2004 — 2007
Bachelor of Science (BSc), Economics
Lazard May 2015 - July 2015
1st Battalion - 75th Ranger Regiment July 2007 - November 2010
Skills
Microsoft Excel, Team Leadership, Teamwork, Analytical Skills, Close Attention to..., Financial Analysis, Executive Reporting, Business Writing, Technical Presentations, Finance, Leadership, Management, Training, Investments, Portfolio Management, Time Management, Strategic Planning, Military, Program Management, Security Clearance, Army, Leadership Development, Government, Team Building, Process Improvement, Analysis, Risk Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Finance
Scene75 Entertainment Center June 2009 - Present
Lazard June 2008 - August 2008
Deloitte Consulting June 2004 - October 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Entrepreneurship, Finance
Washington University in St. Louis 2000 — 2004
BSBA, Finance, Accounting, and Spanish, 3.95/4.0
Sycamore High School 1996 — 2000
4.1/4.0
PubNub January 2015 - Present
Oracle June 2013 - December 2014
BUILD May 2007 - 2013
Enterprise Holdings Inc. May 2005 - October 2012
Lazard June 2003 - June 2004
Skills
Marketing, Marketing Strategy, Valuation, Strategy, Cloud Computing, Microsoft Excel, Public Speaking, Mergers & Acquisitions, Sales, B2B, Recruiting, Social Media Marketing, Business Strategy, Team Building, PowerPoint, Social Networking, Analysis, Microsoft Office, SaaS
Education
University of California, Berkeley
Bachelor's degree, Economics and Business
University of California, Berkeley
Bachelor of Business Administration (B.B.A.), Economics
la canada high school
Lazard June 2015 - August 2015
Origin Ventures January 2015 - May 2015
Deloitte Digital June 2010 - August 2014
Global Equities Research July 2006 - June 2010
UC Berkeley Boalt School of Law Library November 2008 - May 2010
Deloitte Consulting June 2009 - August 2009
Adobe June 2008 - October 2008
TheFind, Inc. June 2007 - July 2007
Skills
CQ5, JSP, HTML, MySQL, jQuery, JavaScript, Java, User Experience, Web Applications, AJAX, Mobile Devices
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2006 — 2010
Bachelor of Science (BS), EECS, Electrical Engineering and Computer Science
University of California, Berkeley 2006 — 2010
Bachelor of Science (BS), Economics
Rice Energy June 2014 - Present
Lazard June 2012 - June 2014
Madison Williams and Company June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Bloomberg, Due Diligence, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Finance, Business Honors
Lazard July 2012 - Present
Theodore Williams Construction Company, LLC June 2012 - June 2012
Lazard 2011 - 2012
Adelhardt Construction Corp. July 2010 - September 2010
Skills
Six Sigma Green Belt, OSHA 30hr, Revit, Suretrak, AutoCAD Architecture, LEED Green Associate, Erosion Control, Six Sigma, Renovation, Budgets, LEED Accredited, Suretrack, Strategic Planning, HVAC, Project Management, Construction, Construction Management, Project Planning, Customer Service, Contract Management, Microsoft Office, Management
Education
SUNY College of Environmental Science and Forestry 2008 — 2012
BS, Construction Management
Syracuse University 2008 — 2012
Syosset High School 2004 — 2008
Lazard February 2014 - Present
Manny Stone Decorators December 2012 - Present
Lazard November 2008 - February 2014
Lehman Brothers January 2007 - September 2008
Lehman Brothers February 2006 - December 2006
Rudin Management November 2004 - February 2006
Licensing Link, Ltd. May 2003 - November 2004
House Market Research 2001 - 2003
Skills
Recruiting
Education
Towson University 1999 — 2003
Bachelor of Arts, Psychology
Manalapan High School 1996 — 1999
J.P. Morgan June 2015 - Present
J.P. Morgan December 2012 - Present
Lazard April 2011 - December 2012
Irevna February 2010 - March 2011
Skills
Valuation, Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Project Finance, Mergers, Emerging Markets, Equity Research, Bloomberg, Derivatives, Equity Valuation, Fixed Income, Investments
Education
Universidad de 'San Andrés' 2010 — 2011
Master in Finance
Universidad de 'San Andrés' 2009 — 2009
Major in Finance
WHU – Otto Beisheim School of Management 2008 — 2008
B.S in Business Administration
Universidad de 'San Andrés' 2005 — 2008
B.S. in Economics
CFA Institute
Passed CFA Level I, Finance
Furcifer Inc. August 2015 - Present
Goldper10.com June 2014 - Present
Lazard March 2011 - August 2012
ING July 2008 - January 2011
Mizuho Securities Co., Ltd. January 2007 - June 2008
Ernst & Young August 2005 - December 2006
Skills
Corporate Finance, Financial Modeling, Accounting, Financial Advisory, Financial Analysis, Microsoft Office, Bloomberg, Mergers, Due Diligence, Investment Banking, Mergers & Acquisitions, Valuation, Finance
Education
Tsinghua University 2002 — 2004
Master's degree, Business Administration and Management, General
Tsinghua University 1998 — 2002
Bachelor's degree, Accounting
Lazard June 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Stone & Youngberg May 2011 - August 2011
Skills
Equities, Fixed Income, Bloomberg, Investment Banking, Financial Modeling, Valuation
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), History
University of Oxford
Philosophy, Politics and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
The Branson School 2006 — 2010
Uber September 2014 - Present
Lazard June 2013 - September 2014
WI Harper January 2013 - May 2013
Lazard May 2012 - July 2012
NetApp May 2011 - August 2011
UBS February 2011 - May 2011
Merrill Lynch January 2011 - January 2011
Trekiz May 2010 - August 2010
National Basketball Association June 2009 - August 2009
Education
University of California, Berkeley
Bachelor's Degree, Business Administration & Industrial Engineering and Operations Research
VSL Partners October 2014 - Present
Lazard June 2014 - October 2014
Serent Capital August 2012 - August 2013
Skills
Financial Modeling, Mandarin, Financial Analysis, Economics, Corporate Finance, Market Research, PowerPoint, Valuation, Microsoft Excel, Microsoft Office, Bloomberg, Investments, Capital IQ, Investment Banking, Public Speaking, Data Analysis
Education
University of California, Berkeley 2010 — 2013
Bachelor of Science (BS), Business Administration
Citadel LLC March 2015 - Present
Riverside Partners May 2013 - February 2015
Lazard June 2011 - February 2013
Education
The Johns Hopkins University 2007 — 2011
BA, Economics, International Studies
Concord Academy 2003 — 2007
T. Rowe Price June 2015 - August 2015
Marquette Partners January 2012 - July 2014
Capital IQ November 2010 - December 2011
Lazard July 2008 - November 2010
GE Commercial Finance May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Sell Side, Financial Modeling, Investment Banking, Bloomberg, Valuation, Mergers, DCF, LBO, Financial Technology, Financial Analysis, Options, Mergers & Acquisitions, Investments, Equities
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Economics
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
PennantPark Investment Advisers, LLC August 2015 - Present
RBC Capital Markets August 2013 - August 2015
SunTrust Robinson Humphrey June 2012 - August 2013
Lazard May 2011 - July 2011
Supreme Court of New York June 2009 - July 2009
Skills
series 7, Series 63, series 79, Financial Modeling, FINRA, Investment Banking, Bloomberg, Capital Markets, Valuation, Investments, Equities, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
London School of Economics and Political Science 2010 — 2010
Millburn High School 2004 — 2008
The Port of Portland 2011 - Present
Freelance Language Services 1990 - Present
The Port of Portland 1998 - 2011
Lazard 1993 - 1994
Skills
Research, Microsoft Office, Writing, Word, Problem Solving, Analysis, Administration, Editing, Aviation, Legal Research, Real Estate, Teaching, Italian, English, Westlaw, Legal Writing, Microsoft Word, PowerPoint, Public Relations, Microsoft Excel, Contract Negotiation, Supervisory Skills, Translation, Project Planning, Budgets, Program Management, Event Planning, Training, Contract Management, Nonprofits, Strategic Planning, Outlook, Leadership, Team Building
Education
Universita` Degli Studi di Milano 1986 — 1993
Master's in Foreign Languages and Literatures, Languages
Università degli Studi di Milano 1986 — 1993
Master's Degree, Foreign Languages, Literatures, and Linguistics (English, Russian, Italian)
Henry Schein April 2015 - Present
Lazard May 2012 - April 2015
UBS Investment Bank August 2010 - May 2012
US Army 2003 - 2011
Vanderbilt University August 2008 - May 2010
UBS Investment Bank June 2009 - August 2009
US Army February 2006 - June 2008
US Army February 2005 - September 2005
US Army June 2004 - February 2005
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Mergers, Acquisitions, Capital Raising, Debt, Equities, Accounting, LBO, Capital Markets, Mergers & Acquisitions, Investments, Private Equity, Venture Capital
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Corporate Finance and Investment Management
University of Colorado Denver 2006 — 2007
Master's Degree, Finance
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Computer Science and Mathematics
University School of Nashville 1995 — 1999
Ensworth
Lazard June 2015 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
University of Houston
Bachelor of Arts (B.A.)
Lazard August 2015 - Present
Houlihan Lokey April 2015 - July 2015
Houlihan Lokey December 2011 - April 2015
Allen & Overy May 2010 - September 2010
Allen & Overy January 2007 - May 2010
Fisher Jeffries September 2004 - November 2006
Bernardi Martin December 2002 - September 2004
Skills
Restructuring, Debt Restructuring, Distressed Debt, Special Situations, Value Investing, Valuation, Financial Modeling, Corporate Finance, Financial Law, Corporate Law, Insolvency, Bankruptcy, Structured Finance
Education
University of Oxford - Said Business School 2010 — 2011
MBA with Distinction, Finance
CFA Institute 2006 — 2006
University of Adelaide 2000 — 2005
Double Degree: Bachelor of Laws (with Honours), Bachelor of Commerce (Corporate Finance)
St Peter's College 1995 — 1999
International Baccalaureate, Diploma
Lazard Frères & Co. August 2013 - Present
The University of Chicago Booth School of Business September 2011 - June 2013
Lazard June 2012 - August 2012
US Army May 2007 - May 2011
Skills
Financial Modeling, Valuation, Operational Planning, Cross-functional Team..., Military, Data Analysis, Corporate Finance, Financial Analysis, Economics, Due Diligence, Strategic Planning, Strategy, Project Management, Operations Management, Program Management, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics, Accounting
Virginia Polytechnic and State University 2003 — 2007
BS, Psychology, Leadership
Lazard July 2014 - Present
Dimensional Fund Advisors August 2013 - May 2014
Dachis Group February 2013 - August 2013
The Ransom Notes September 2009 - August 2013
Daffer McDaniel, LLP January 2011 - December 2012
Dimensional Fund Advisors June 2012 - August 2012
Skills
Intellectual Property, Legal Research, Trademarks, Copyright Law, Microsoft SQL Server, VBA, Python, Microsoft Excel, FactSet, Social Media, Social Media Marketing, SQL, Data Analysis
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
Lazard April 2011 - Present
UBS Investment Bank June 2008 - March 2011
KLA-Tencor 2000 - 2006
IBM January 1997 - October 1999
Skills
Leveraged Finance, Valuation, Start-ups, Financial Analysis, Financial Modeling, Investment Banking, Capital Structure, Market Analysis, Corporate Finance, Emerging Markets, Private Equity, Capital Markets, Corporate Development, Venture Capital
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
University of California, Berkeley 1991 — 1996
B.S., Chemical Engineering
Wilcon Holdings, LLC December 2011 - Present
FiberNet Telecom Group, Inc. May 1999 - September 2009
Lago Industries, LLC January 1997 - May 1999
Lazard January 1995 - December 1996
Bear Stearns August 1992 - December 1994
Skills
Investment Banking, Management, VoIP, Co-location, Data Center, Ethernet, Optical Fiber, Strategic Partnerships, Strategy, Networking, Wireless, Executive Management
Education
Trinity College-Hartford 1989 — 1992
B.A., Economics and Mathematics
Bay Grove September 2010 - Present
Lineage Logistics January 2012 - Present
Friends of San Francisco Independent Living Skills Program November 2010 - October 2014
Morgan Stanley July 2008 - September 2010
Lazard November 2006 - April 2007
KPMG June 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Investments, Portfolio Management, Logistics, Warehousing, LBO, Forecasting, Mergers & Acquisitions, Business Acquisition, Public Relations
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
Business Administration
University of California, Berkeley 2004 — 2008
Bachelors, Economics
Lazard July 2007 - Present
Credit Suisse June 2006 - August 2006
Education
The Johns Hopkins University 2003 — 2007
MS, Biology, International Relations
Pomeroy December 2011 - Present
ING Investment Management March 2007 - November 2011
Lazard June 2004 - March 2007
Holtzbrinck Publishers June 2002 - June 2004
Skills
Disaster Recovery, Microsoft Office, Active Directory, SCCM, Citrix, Windows 7, System Administration, Windows, Troubleshooting, Windows Server, Group Policy, Software Documentation, Microsoft Exchange, System Deployment, Cisco Technologies, XP, Technical Support, Computer Hardware, Blackberry Enterprise..., VMware ESX
Education
University at Buffalo 1994 — 1998
B.A., History
XMS Capital Partners April 2013 - Present
Watco July 2012 - April 2013
Lazard December 2003 - June 2012
Ernst & Young Corporate Finance LLC July 2003 - December 2003
Lazard July 2001 - June 2003
Skills
Financial Modeling, Mergers, Financial Analysis, Due Diligence, Valuation, Investment Banking, LBO, Corporate Finance, Capital Markets, Banking, Divestitures, Negotiation, Mergers & Acquisitions
Education
Truman State University 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Livingstone April 2012 - Present
Livingstone September 2008 - April 2012
Lazard April 2003 - August 2008
Lehman Brothers 2000 - 2002
Arthur Andersen 1994 - 1998
Skills
M&A experience, Financial Modeling, Private Equity, Business Valuation, Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, LBO, Mergers, Due Diligence, Capital Markets, Equities, Venture Capital, Corporate Development, Investments, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Bachelor of Science (B.S.), Accounting
Northland Securities October 2014 - Present
knelman January 2009 - December 2013
Lazard February 2005 - January 2009
Skills
Investments, Equities, Banking, Portfolio Management, Series 7, Mutual Funds, Asset Management, Wealth Management, Strategic Financial..., Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Financial Services, Asset Allocation, Private Equity, Public Speaking, Financial Planning, Customer Service, Management, Marketing, Sales, Marketing Strategy
Education
The University of North Dakota
Benford Capital Partners, LLC October 2004 - Present
Prospect Partners, LLC August 1998 - September 2004
Lazard August 1995 - July 1998
Morgan Stanley 1994 - 1994
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
Vanderbilt University 1986 — 1990
BA, History
Gulliver Preparatory
Bain Capital 2010 - Present
Massachusetts General Hospital 2009 - 2010
Harvard Medical School 2009 - 2010
New England Institute of Art 2007 - 2009
University of Massachusetts Boston 2006 - 2009
Commonwealth of Massachusetts 2008 - 2008
Lazard 2005 - 2006
Point One Percent 2004 - 2005
Bozell Worldwide/Foote, Cone & Belding 1999 - 2004
DraftWorldwide 1998 - 1999
Education
University of Massachusetts Boston 2006 — 2014
Ph.D., Gerontology
University of Massachusetts Boston 2006 — 2008
M.S., Gerontology
The Johns Hopkins University 1994 — 1998
B.A., Cognitive Science
Lazard September 2010 - Present
GKS Technical Consulting, LLC July 2008 - December 2011
Starpoint Solutions September 2010 - April 2011
Nu-Age Managed Services August 2007 - June 2008
Skills
Active Directory, Disaster Recovery, Windows Server, Microsoft Exchange, System Administration, Windows 7, Infrastructure, Troubleshooting, Networking, IT Management, Software Documentation, Help Desk Support, Citrix
Education
SUNY Albany 2000 — 2004
BS, Physics
State University of New York at Albany 2000 — 2004
BS, Physics
Lazard July 2013 - Present
Cravath, Swaine & Moore LLP October 2010 - June 2013
Cravath, Swaine & Moore LLP May 2009 - July 2009
Davis & Harman May 2008 - July 2008
Lehman Brothers July 2005 - July 2007
MBNA September 2003 - July 2005
Skills
Legal Writing, Corporate Law, Due Diligence, Mergers, Securities, Corporate Governance, Financial Modeling, Corporate Finance
Education
University of Notre Dame 1999 — 2003
BBA, Finance, Marketing
The George Washington University Law School
Doctor of Law (JD)
Lazard 2014 - Present
Morgan Stanley December 2010 - September 2013
Wells Fargo Advisors April 2008 - November 2010
UBS May 2007 - March 2008
Education
University of Oxford
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor of Arts
HJ Sims March 2015 - Present
HJ Sims September 2013 - March 2015
Entergy July 2012 - July 2013
Lazard June 2011 - August 2011
JPMorgan Chase August 2006 - June 2010
Goldman Sachs July 2005 - August 2006
Skills
Financial Modeling, Analysis, Equities, Finance, Investments, Strategy, Business Strategy, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Clean Tech, Energy Finance
Yale University 2001 — 2005
BA, Geology & Geophysics, History of Art
Deloitte Consulting August 2015 - Present
Deloitte Consulting August 2013 - August 2015
Lazard June 2012 - August 2012
Edwards Lifesciences September 2008 - July 2011
Ernst & Young September 2007 - September 2008
Ernst & Young September 2005 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Strategy, Competitive Analysis, Corporate Development, Business Strategy, Data Analysis, Management Consulting, Private Equity
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
University of California, Berkeley 2001 — 2005
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
BS, Business Administration
ProCure January 2012 - Present
ProCure August 2008 - December 2011
Lazard July 2005 - June 2008
Skills
Financial Modeling, Marketing Strategy, Business Strategy, Healthcare, Market Research, Management, Microsoft Excel, Public Relations, Budgets, Social Media Marketing, Marketing, Public Speaking, Program Management, Analytics, Cross-functional Team..., Oncology, Process Improvement, Mergers & Acquisitions, Strategy, Leadership, Digital Marketing, Financial Analysis, Lead Generation, Project Management, Strategic Planning, Analysis, Social Media, Brand Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
Bachelor of Science, Business Administration
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Molecular Biology
Lazard April 2012 - Present
Bank of America Merrill Lynch June 2008 - April 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance, Accounting
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Citadel Investment Group 2012 - 2013
Lazard June 2011 - November 2012
Teaching Assistant Program in France USA September 2010 - April 2011
Triago October 2010 - January 2011
Lazard July 2008 - June 2010
MVision Private Equity Advisers July 2007 - August 2007
Whitney Museum of American Art 2003 - 2004
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
B.A.
Université Panthéon Assas (Paris II) 2006 — 2007
Hokkaido International Foundation 2006 — 2006
Stuyvesant H.S. 2001 — 2004
Lazard June 2013 - Present
Goldman Sachs 2012 - 2012
Stifel Nicolaus 2007 - May 2011
Skills
Bloomberg, Investment Banking, Valuation, Capital Markets, Financial Modeling, Microsoft Excel, Business Strategy, PowerPoint, Investments, Corporate Finance, Beverage Development, Financial Analysis, Equities, Data Analysis, Due Diligence, Finance, Mergers
Education
University of California, Berkeley 2011 — 2013
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 2003 — 2007
BSBA, Business
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Accounting, Finance, International Business
Storytellers Media Inc. May 2010 - Present
Independent Film March 2010 - Present
About.com September 2012 - February 2013
MTV Networks April 2011 - April 2012
WNSR The New School Radio 2008 - May 2010
The New School 2008 - 2009
Lazard April 2006 - June 2007
JPMorgan Chase April 2005 - March 2006
Time Warner Inc. July 2002 - February 2005
Lehman Brothers April 1999 - July 2001
Skills
Producing, Directing, Documentaries, Independent Film, Film, Television, Video, Video Production, Video Editing, Post Production, Media Production, Screenwriting, Final Cut Studio, Final Cut Pro, Camera, Editing, Entertainment, Feature Films, Pro Tools, Interviewing Skills, Final Draft, On-camera Talent, On-air Hosting, Talent Booking, Interviews, PowerPoint, Microsoft Excel, HD Video, Broadcast, Film Production
Education
The New School 2008 — 2010
Master of Arts, Media Studies
The New School 2004 — 2008
Bachelor of Science, Liberal Arts (Media Production Concentration)
Houlihan Lokey September 2015 - Present
Sony Pictures Entertainment February 2015 - September 2015
Moelis & Company July 2013 - February 2015
UCLA Anderson School of Management August 2011 - June 2013
Deutsche Bank June 2012 - August 2012
University of Pennsylvania Office of Investments February 2009 - June 2011
Lazard July 2006 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Competitive Analysis, Hedge Funds, Venture Capital, Equities, Equity Research, Portfolio Management, Mergers, Fixed Income, Business Strategy, Corporate Development, Business Development, Mergers & Acquisitions, Strategy, Finance, Analysis, Management, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
B.A., History
McKinsey & Company September 2014 - Present
McKinsey & Company June 2013 - August 2013
Constellation Energy July 2008 - July 2012
Lazard May 2007 - August 2007
Skills
Energy Markets, Credit Risk, Commodity Markets, Financial Modeling, Commodity, Portfolio Management, Valuation, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The Johns Hopkins University - Carey Business School 2009 — 2010
Master of Science, Finance
The Johns Hopkins University 2005 — 2008
Bachelor of Arts, International Studies
University of Oxford 2007 — 2007
Poly Prep Country Day School 2001 — 2005
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Lazard December 2011 - Present
Lazard July 2008 - December 2011
CIBC World Markets July 2005 - July 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Business..., Mergers & Acquisitions
Education
The George Washington University 2001 — 2005
BA, Economics
Svoboda Capital Partners, LLC September 2015 - Present
GTCR LLC July 2013 - July 2015
Lazard June 2011 - July 2013
Lazard May 2010 - August 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Bloomberg, Equity Valuation, Equities, Alternative Investments, Financial Analysis, Mergers & Acquisitions, Equity Research, Due Diligence, M&A experience
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance
Credit Suisse January 2014 - Present
UniCredit June 2012 - December 2013
Lazard November 2011 - June 2012
UBS AG September 2009 - September 2010
Education
The George Washington University - School of Business 2007 — 2011
Acton Boxborough Regional High School 2003 — 2007
The University of Chicago Booth School of Business July 2014 - Present
Norwest Equity Partners (NEP) June 2015 - August 2015
KRG Capital July 2011 - June 2014
William Blair and Company 2009 - 2011
Lazard 2008 - 2008
Skills
Valuation, LBO, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Double Major: Finance, Investment & Banking; Real Estate & Urban land Economics
Private January 2013 - Present
UBS Investment Bank February 2010 - December 2011
Accent Architectural December 2007 - July 2008
Lazard April 2003 - September 2005
UBS July 1999 - March 2003
Skills
Project Management, CRM, Investments, Account Management, Management, Training, Business Development, Recruiting, Human Resources, Forecasting, Project Coordination, Marketing, Administrative..., Portfolio Management, Sales, Financial Analysis, Banking, Corporate Finance
Education
University of Phoenix 2005 — 2007
MBA, Global Management
SUNY Stony Brook 1995 — 1999
BA, Economics, Business Management
Performance Equity Management, LLC September 2014 - Present
TAP Advisors February 2014 - September 2014
Lazard June 2012 - February 2014
Bank of America August 2011 - June 2012
Skills
Corporate Finance, Private Equity, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Due Diligence, Alternative Investments, Sourcing, Fundraising, Portfolio Management, Strategy, Investment Banking, Investments, Venture Capital, Business Development, Partnerships
Education
Instituto de Cultura y Lengua Costarricense
Moravian Academy
high school diploma
New York University - Leonard N. Stern School of Business
Bachelor of Science, Finance and International Business
The George Washington University - School of Business
Bachelor, Business Administration
Goldman Sachs July 2013 - Present
J.P. Morgan June 2012 - August 2012
Lazard November 2011 - February 2012
Wedbush Securities May 2011 - August 2011
AltQuest Group July 2010 - August 2010
SFG Asset Advisors June 2010 - August 2010
University of California, Berkeley, Haas School of Business September 2009 - December 2009
Kimball, Tirey & St. John June 2009 - August 2009
University of San Diego May 2008 - May 2008
Education
University of California, Berkeley 2009 — 2013
BA, Physics, Economics, Statistics, 3.95
LAZARD FRERES & CO. LLC January 2001 - January 2012
Solomon Smith Barney January 2000 - January 2001
Lazard January 1999 - January 2000
Goldman Sachs January 1998 - January 1999
Skills
Adobe Acrobat, Photoshop, Adobe Creative Suite, Aerial Silks, QuarkXPress, Mac, Editing
Education
The University of Texas at Austin
Bachelor of Fine Arts
Lazard August 2015 - Present
Lazard June 2014 - August 2014
Lukoil Pan Americas LLC January 2013 - May 2013
Maersk Group March 2010 - January 2013
Exmar/ Excelerate Energy June 2009 - February 2010
Skills
Gas, Ports, Maritime Operations, Maritime, Tanker, Financial Modeling, Operations Management, Financial Analysis, Oil & Gas Exploration, Shipping, Offshore Drilling, Petroleum Economics, Petroleum, Oil & Gas Industry, International Shipping, Energy
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
United States Merchant Marine Academy
BS
Telstra Ventures January 2014 - Present
Near.co December 2014 - Present
Bigcommerce November 2014 - Present
Adknowledge September 2012 - January 2014
Jefferies & Company 2010 - 2012
Houlihan Lokey Howard & Zukin 2008 - 2009
Credit Suisse 2008 - 2008
Lazard 2007 - 2007
Education
UCL
B.Sc (Hons)
Visa Assistant to CEOBradford & Bingley2002 - 2004
Credit Suisse First Boston 1999 - 2002
Lazard 1990 - 1998
University of Strathclyde 1990 - 1990
Education
University of Auckland 1983 — 1988
MSc
Lazard September 2015 - Present
Simmons & Company International August 2014 - September 2015
Simmons & Company International June 2012 - August 2014
Bank of America Merrill Lynch March 2011 - June 2012
Guggenheim Partners June 2010 - August 2010
D. R. Horton, Inc. July 2006 - July 2009
D. R. Horton, Inc. July 2004 - July 2006
Education
Texas A&M University 2009 — 2010
MBA, Finance, 4.0
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Business Management & Entrepreneurship
Perkins Investment Management, LLC September 2013 - Present
RoundKeep Capital Advisors June 2010 - November 2012
Frontenac Company July 2006 - August 2009
Lazard July 2003 - June 2006
Skills
Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Equities, Valuation
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Accounting, Entrepreneurship, Finance
Yale University 1998 — 2002
BA, Ethics, Politics, & Economics
Perella Weinberg Partners July 2015 - Present
Lazard Freres & Co. January 2015 - May 2015
Lazard August 2011 - January 2015
United States Marine Corps May 2002 - September 2009
Skills
Financial Modeling, Valuation, Military, Mergers & Acquisitions, Corporate Finance, Capital Markets, Due Diligence, Strategy, Investment Banking, Financial Analysis, Business Strategy, Finance, Equities, Risk Management, Bloomberg, Telecommunications, International Relations, Global Affairs
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Admin.
Lazard June 2015 - Present
Alfaro, Dávila & Ríos August 2013 - July 2014
Alfaro, Dávila & Ríos January 2011 - July 2013
Praxair January 2010 - December 2010
Prolec August 2009 - December 2009
Skills
Investment Banking, Corporate Finance, Debt Restructuring, M&A experience, M&A Modeling, M&A analysis, Investment Advisory, Client Presentation, Company Profiling, Due Diligence, Microsoft Office, Negotiation, Football, Soccer, Golf, Volunteering, Strategic Planning, Entrepreneurship, Social Entrepreneurship, Consulting, Automotive, Telecommunications, Working Abroad
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2006 — 2010
Bachelor of Science (B.S.)
Karlin Asset Management October 2013 - Present
Lazard June 2012 - September 2013
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance
Lazard August 2013 - Present
Lazard June 2012 - August 2012
Drake Asset Management LLC January 2008 - July 2011
Skills
Corporate Finance, Financial Modeling, Business Strategy, Financial Analysis, Valuation, Project Management, Data Analysis, Mergers & Acquisitions, Competitive Analysis, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA)
Vanderbilt University 2003 — 2007
Bachelor of Engineering, Mechanical Engineering
The Wharton School May 2015 - Present
Lazard July 2012 - March 2015
DC Advisory Partners June 2011 - August 2011
Victoire Brasil Investimentos June 2010 - August 2010
Education
University of Bristol 2008 — 2011
Bachelor's degree, Mathematics and Philosophy, 2:1
Putney High School
Maths, Further Maths, History and Spanish; Theatre Studies
Babson Capital Management May 2014 - Present
Lazard September 2003 - April 2014
Roxbury Capital Management March 2000 - September 2003
Education
Texas State University-San Marcos 1984 — 1989
BBA, Marketing/Finance
Ares Management August 2014 - Present
Lazard June 2012 - June 2014
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Lazard June 2014 - Present
L'Oréal January 2013 - June 2013
Messier Maris & Associés July 2012 - December 2012
Education
HEC Paris 2011 — 2014
Master of Science (M.Sc.), Management
Indian Institute of Management, Ahmedabad 2013 — 2013
Master Exchange Program (Sept.-Dec.)
University College London, U. of London 2008 — 2011
Bachelor of Science (BSc), Mathematics
Lazard June 2015 - August 2015
Credit Suisse July 2013 - August 2013
PT Sinarmas Sekuritas December 2012 - January 2013
Indonesia Stock Exchange June 2012 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor's Degree, BS in Business Administration and BA in Psychology
Bina Bangsa School 2006 — 2012
Lazard May 2015 - July 2015
McKinsey & Company June 2014 - August 2014
Bank of America Merrill Lynch March 2014 - May 2014
Haas Management of Organizations Group September 2013 - December 2013
Summer Road, LLC. June 2013 - August 2013
University of California, Berkeley, Haas School of Business January 2013 - May 2013
Garwood Center for Corporate Innovation September 2012 - December 2012
Mundipharma International January 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Financial Accounting, Entrepreneurship, Healthcare Consulting, Investment Banking, FactSet, Shareholder Activism, Microsoft Excel, Corporate Finance, Financial Market..., PowerPoint, Capital Markets, Valuation
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
International School of Beijing 2003 — 2012
International Baccalaureate
Key Group Holdings September 2013 - Present
Jefferies & Company July 2011 - August 2013
Lazard June 2010 - August 2010
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Houlihan Lokey October 2010 - Present
Lazard August 2008 - September 2010
ABN AMRO Bank N.V. January 2006 - August 2006
EY 2003 - 2005
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, Accounting, Strategy and Marketing
The Australian National University 2000 — 2004
B. Comm (hons), LLB (hons), Finance and Corporate Law
PricewaterhouseCoopers LLP December 2007 - Present
Lazard April 1990 - January 2001
Drexel Burnham Lambert December 1986 - March 1990
Skills
Customer Service, PowerPoint, Microsoft Office, Management, Finance, Microsoft Excel, Outlook, Project Management
Education
Stony Brook University 1978 — 1982
Bachelor's degree, Political Science and Government
U.S. Trust April 2014 - Present
Arden Asset Management March 2013 - April 2014
Lazard March 2010 - March 2013
Citi September 2006 - March 2010
Bear Stearns & Co June 2005 - August 2006
TD Waterhouse Investor Services February 2004 - June 2005
AIG Advisor Group April 1999 - February 2004
Skills
Investment Advisers Act, Investments, Alternative Investments, Asset Management, Compliance, financial services, Investment Company Act, UCITS, Securities Regulation, Banking, Series 7, Series 24, Series 53, Series 4, Regulatory Requirements
Education
Stony Brook University 1990 — 1995
Bachelor's Degree, Multi-/Interdisciplinary Studies, concentrations in Business and History